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One of my favorite bloggers, Ben Vollmer is back at it again. This is a good thing for the Microsoft Dynamics CRM community. Add his blog to your RSS at http://businessnone.com/.
How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer the other day, I did a quick mock up of how you could do this. I have seen it done a number of ways over the years, but all of them have been less than ideal from a support perspective. (They either modify the DHTML of CRM’s Forms in a section or where embedded into the header of CRM, both of which would be unsupported.)
In order to accomplish this magic, you only need to do two things. One is copy the enclosed file to the ISV Directory and point an iFrame to it. In this example, we are using the customer satisfaction picklist in the Case Entity.
On the Customer Satisfaction Entity, we want to put the following in the OnChange Event. Using this allows the iFrame to be refreshed anytime the customer satisfaction field is changed. (The other option would be to put a refresh inside the CaseUpdate.HTML file.)
crmForm.all.IFRAME_tempature.src = crmForm.all.IFRAME_tempature.src;
I really need to spell check my dev work sometimes. LOL.
I love the fact that this was done visually. With color.
I too have also done customer score ratings a number of times on a number of different projects, but it has always ended in either a score or some sort of wording.
This is very refreshing.
I find it less intrusive to change a small portion of the page, rather than having a large section.
After reading your blog, I started fiddling a bit and changed the style of the element 'leftNavBreadcrumbText' so that the color reflects the status of the account.
The default color for standard accounts, but change it to "Red", "Green" or "Yellow" for a specific temperature.
I love what you have done here but please excuse my ignorance’s, you specify an enclosed file to copy to the ISV directory, Where can I find this file?
Oops. It's at http://businessnone.com/demo-tools/getting-customer-temperature/
Thanks for the heads up!